KWS
Keystone Wealth Services’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Hold |
9,011
| – | – | 0.18% | 125 |
|
|
2025
Q1 | $721K | Hold |
9,011
| – | – | 0.2% | 115 |
|
|
2024
Q4 | $815K | Hold |
9,011
| – | – | 0.22% | 106 |
|
|
2024
Q3 | $885K | Sell |
9,011
-34
| -0.4% | -$3.34K | 0.24% | 102 |
|
|
2024
Q2 | $822K | Sell |
9,045
-119
| -1% | -$10.8K | 0.26% | 94 |
|
|
2024
Q1 | $870K | Hold |
9,164
| – | – | 0.28% | 91 |
|
|
2023
Q4 | $709K | Hold |
9,164
| – | – | 0.24% | 94 |
|
|
2023
Q3 | $584K | Hold |
9,164
| – | – | 0.22% | 100 |
|
|
2023
Q2 | $599K | Sell |
9,164
-143
| -2% | -$9.35K | 0.22% | 102 |
|
|
2023
Q1 | $541K | Sell |
9,307
-137
| -1% | -$7.97K | 0.22% | 104 |
|
|
2022
Q4 | $493K | Sell |
9,444
-59
| -0.6% | -$3.08K | 0.22% | 105 |
|
|
2022
Q3 | $411K | Sell |
9,503
-135
| -1% | -$5.84K | 0.19% | 97 |
|
|
2022
Q2 | $406K | Hold |
9,638
| – | – | 0.18% | 102 |
|
|
2022
Q1 | $485K | Hold |
9,638
| – | – | 0.19% | 98 |
|
|
2021
Q4 | $596K | Buy |
+9,638
| New | +$596K | 0.24% | 85 |
|